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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,594 | $43,423-77.9% | $78,676-87.8% | $55,167-82.6% |
| Participation rate | 81.8% | 68.0%+13.8pp | 73.6%+8.3pp | 69.0%+12.8pp |
| Annual return | 5.16% | 11.53%-6.4pp | 62.19%-57.0pp | 169.23%-164.1pp |
| Employer contribution / active EE | $654 | $1,997-67.2% | $2,850-77.0% | $1,963-66.7% |
| Participant deferral / active EE | $507 | $2,509-79.8% | $3,517-85.6% | $3,054-83.4% |
| Admin fee / account holder | $9 | $416-97.8% | $4,510-99.8% | $504-98.2% |